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Import users

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You can use the Import users feature to add more than five team accounts to your project at once. Users are added by uploading a CSV file containing their email addresses and names, with roles and access assigned before the import is confirmed.


Before you begin

Before importing users, ensure the following:

  • You have a Project Owner or Admin role.

  • You have the email addresses, first names, and last names of the users you want to add.


Import users

You can use the Import users feature to add more than five accounts at once. To add new users to your project:

  1. Navigate to Configurações () > Usuários e permissões in the left navigation bar in the Knowledge base portal.

  2. In the left navigation pane, navigate to Usuários & grupos > Usuários.

  3. Click Adicionar > Import users to open the Import users panel.

  4. Select the SSO user checkbox to add the user as an SSO user.

  5. If you selected the SSO user checkbox, select an SSO configuration from the Select SSO dropdown menu.

  6. Download the CSV file template by clicking the Download template option.

    Import users from a CSV file with options for user types and upload instructions.

  7. Open the downloaded CSV file in a local application such as MS Excel.

  8. Enter the new account emails and first and last names.

  9. Save the CSV file, then click Click to upload in the dialog. You can also drag and drop the file into the designated drop frame.

    The data will be validated, and the Valid emails and Invalid emails will be listed in the Validation summary table.

  10. Click the Skip invitation mail checkbox if you don't want your new users to receive an invitation mail.

  11. Assign the Portal role, Content role, Content access, and Group for the imported Users using the respective dropdown.

  12. Click the Import button.

NOTE
To add fewer than six users at once, use the Add user option instead.